Livestream
(LITE17/27) Current Cybersecurity Risk Management Trends
One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends, and best practices for managing them.
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Livestream
(LITE08R/27) AI Clinic: Spreadsheet Formula Help (with Validation) – Updated 2027
Learn how to use AI to draft and troubleshoot spreadsheet formulas more efficiently while ensuring results are correct. This clinic focuses on prompting techniques that generate formulas plus built-in validation steps to catch errors and logic issues. You'll leave with practical examples you can confidently apply to real-world spreadsheets.
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Self-Study Video
(SSTE141/27) Surgent’s Power Query Series: Useful Transformations
This course covers a number of useful transformations using Power Query (Excel version) to clean, enrich, and shape data. Coverage includes pivoting and unpivoting, filtering and grouping, fuzzy matching, and more, with hands-on exercises for users to practice these skills.Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a...
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Self-Study Video
(SSTE106/27) Surgent’s The Risks and Benefits of ChatGPT and Artificial Intelligence
We see multiple stories about the rapid growth of artificial intelligence (AI) and its entry into our lives in the form of AI tools, including ChatGPT. They seem to be everywhere. It is difficult to overstate how much things will change with the rise of these new technologies, or how important it is that companies...
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Livestream
(LITE19/27) AI in Action
This session breaks down how to use AI more effectively by moving beyond simple prompts to a structured, results driven approach. Attendees will learn practical techniques, including the CLEAR R framework, to produce more consistent, accurate, and actionable outputs. The course focuses on real world applications such as drafting communications, summarizing reports, and supporting decision...
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Self-Study Video
(SSTE118/27) Surgent’s Governing Agentic AI: Cybersecurity, Data, and Risk
As accounting firms and financial institutions deploy agentic AI, they face significant governance challenges. This course focuses on cybersecurity, data governance, and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA's red-teaming guidelines, as well as case studies on...
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Self-Study Video
(SSTE135/27) Surgent’s Power Query Series: Making a Connection
This course explores the workflow of making connections to various data sources using the Excel version of Power Query. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel user to connect to data sets they previously did not have access to. It...
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Self-Study Video
(SSTE136/27) Surgent’s Power Query Series: Editor – The User Interface of Power Query
This course introduces users to the Power Query Editor, using the Excel version of Power Query, and includes a hands-on transformation exercise using the editor. Power Query is an "ETL" tool that extracts, transforms, and loads data. This tool has a user-friendly interface that enables the Excel user to connect to data sets they previously...
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Self-Study Video
(SSTE115/27) Surgent’s Power BI.com: Empowering Collaborative Data Analytics in Your Organization
A data-driven culture can only occur when there is collaboration, communication, and cooperation between everyone in your organization.Collaboration can only occur in the Power BI ecosystem when your organization works in the cloud with Power BI.com, also known as the Power BI Service, a software as a service available on the Power Platform.This one-hour course...
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Self-Study Video
(SSTE143/27) Surgent’s Information Security and Privacy
In today's interconnected world, safeguarding information systems is crucial. This course offers a deep dive into information security and privacy principles with a focus on modern cybersecurity threats tied to cloud environments, Internet of Things (IoT), and mobile technologies. The course will also cover data protection during application development. Taking this course will equip accounting...
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